Unique Wealth Strategies’s Veeva Systems VEEV Stock Holding History

Unique Wealth Strategies’s Portfolio VEEV Stock Details VEEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$712K	Sell	4,011 -108	-3%	-$17.8K	0.26%	102
2026 Q1	$724K	Buy	4,119 +1,067	+35%	+$210K	0.29%	79
2025 Q4	$681K	Sell	3,052 -921	-23%	-$244K	0.27%	99
2025 Q3	$1.18M	Sell	3,973 -47	-1%	-$13.2K	0.46%	52
2025 Q2	$1.16M	Sell	4,020 -96	-2%	-$23.8K	0.48%	50
2025 Q1	$953K	Buy	4,116 +29	+0.7%	+$6.63K	0.43%	57
2024 Q4	$859K	Sell	4,087 -530	-11%	-$117K	0.37%	63
2024 Q3	$969K	Buy	4,617 +880	+24%	+$174K	0.41%	63
2024 Q2	$866K	Hold	3,737	–	–	0.41%	69
2024 Q1	$866K	Buy	3,737 +836	+29%	+$180K	0.42%	69
2023 Q4	$559K	Buy	+2,901	New	+$547K	0.37%	111

Other funds holding VEEV

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Unique Wealth Strategies's VEEV Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Veeva Systems (VEEV) stake by 2.6% in Q2 2026, selling an estimated $17.8K and leaving 4,011 shares worth $712K. The position accounts for 0.26% of the portfolio, ranked #102.

Unique Wealth Strategies first reported a position in VEEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2025. 220 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Unique Wealth Strategies held 4,011 shares of Veeva Systems worth $712K as of Q2 2026.
Unique Wealth Strategies sold 108 Veeva Systems shares in Q2 2026, an estimated $17.8K.
Veeva Systems made up 0.26% of Unique Wealth Strategies's portfolio in Q2 2026, its #102 holding.
Unique Wealth Strategies first reported a position in Veeva Systems in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Veeva Systems position peaked at $1.18M in Q3 2025.
220 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.